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SUCCESS STORYPragma Wealth Management

With data and documents all in one place and information presented in context, Backstop Solutions provided Pragma with a turnkey tool that bolstered the investment team’s productivity and allowed them to focus on finding new and better ideas for growth.

Backstop delivered these benefits:

  • Easy access to data
  • Efficient data management system, allowing more time for new idea generation
  • Ability to quickly interface with third parties
  • Consistency across the platform for staff and clients

Download the success story to learn more.